Legacy Financial Group (Oklahoma)’s SPDR S&P 500 ETF Trust SPY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $988K | Sell |
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|
2025
Q1 | $907K | Sell |
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|
2024
Q4 | $951K | Sell |
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|
2024
Q3 | $992K | Buy |
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|
2024
Q2 | $438K | Sell |
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|
2024
Q1 | $428K | Sell |
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|
2023
Q4 | $394K | Sell |
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|
2023
Q3 | $357K | Sell |
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|
2023
Q2 | $372K | Sell |
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|
2023
Q1 | $348K | Sell |
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|
2022
Q4 | $329K | Buy |
|